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FXY vs SPY

Comparison between Invesco CurrencyShares Japanese Yen Trust (FXY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FXY, delivering a return of +13.3% compared to -7.8%

FXY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FXY
$430M
Winner
SPY
$735B
Expense Ratio
FXY
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
FXY
56.03%
SPY
56.47%
Sharpe Ratio
FXY
-1.81
Winner
SPY
1.62
5Y Beta
Winner
FXY
-0.12
SPY
1.00
P/E Ratio
FXY
N/A
SPY
28.99
Forward P/E
FXY
N/A
SPY
22.37
5Y Dividends CAGR
FXY
N/A
SPY
5.43%
5Y EPS CAGR
FXY
N/A
SPY
26.05%
Debt to Equity
FXY
N/A
SPY
32.40%
P/S Ratio
FXY
N/A
SPY
3.74
P/B Ratio
FXY
N/A
SPY
5.61

FXY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FXY
-1.51%
Winner
SPY
+1.90%
3M
FXY
-1.70%
Winner
SPY
+8.55%
6M
FXY
-3.27%
Winner
SPY
+8.18%
1Y
FXY
-10.59%
Winner
SPY
+25.79%
5Y(CAGR)
FXY
-7.79%
Winner
SPY
+13.32%
10Y(CAGR)
FXY
-4.41%
Winner
SPY
+15.19%
Max(CAGR)
FXY
-1.88%
Winner
SPY
+8.47%

FXY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFXYSPY
2026-2.18%+8.26%
2025+0.20%+18.00%
2024-10.24%+25.59%
2023-7.66%+26.72%
2022-12.55%-18.64%
2021-10.98%+30.52%
2020+4.51%+17.28%
2019-0.25%+31.09%
2018+1.92%-5.24%
2017+3.99%+20.78%
2016+1.78%+13.59%
2015-0.11%+1.31%
2014-12.91%+14.56%
2013-17.46%+29.00%
2012-12.01%+14.17%
2011+5.79%+0.85%
2010+13.59%+13.14%
2009-1.09%+22.67%
2008+20.73%-36.25%
2007+8.36%+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

FXY vs SPY Drawdown Comparison

The maximum drawdown for FXY was -56.03%, occurring on Jul 10, 2024. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FXY drawdown is -55.95%. The current SPY drawdown is -2.90%.

RankFXYSPY
#1-56.03%
Oct 28, 2011 - Jul 10, 2024
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-13.65%
Dec 17, 2008 - Nov 27, 2009
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-12.05%
Mar 17, 2008 - Oct 23, 2008
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.76%
Nov 30, 2009 - Aug 3, 2010
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.63%
Mar 17, 2011 - Jul 20, 2011
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.54%
Mar 5, 2007 - Aug 16, 2007
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.40%
Nov 26, 2007 - Jan 15, 2008
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.30%
Oct 27, 2008 - Dec 1, 2008
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.53%
Oct 29, 2010 - Mar 16, 2011
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.62%
Sep 7, 2007 - Nov 7, 2007
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.21%
Sep 14, 2010 - Oct 6, 2010
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.69%
Jul 29, 2011 - Aug 9, 2011
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.91%
Aug 16, 2007 - Sep 7, 2007
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.87%
Feb 15, 2007 - Feb 27, 2007
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.80%
Jan 30, 2008 - Feb 27, 2008
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FXY and SPY is -0.81 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.81
-101

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